Advisory Process

iFPN’s comprehensive advisory process has been developed and improved over the years to meet the needs of our multi-faceted clients from professionals (accountants, lawyers, doctors etc), business owners, senior corporate executives(listed and unlisted companies), high net-worth individuals and also expatriates living and working in Malaysia and South East Asia.

The scope of the advisory process includes robust, practical and time proven views and positions taken on cash flow management, risk management, investment management, tax planning, goal setting and estate planning strategies.

The advisory process and recommendations are geared towards ensuring unbiased and independent views and solutions which places the interest of the clients first all the time. The comprehensive advisory process ensures that all criteria towards achievement of the client’s goals are considered on an integrated basis.